Purchases and Sales Made in Q1 2025 in Ishares S&P 500 Growth ETF (IVW)
This table provides information about the institutional ownership of Ishares S&P 500 Growth ETF (IVW) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES S&P 500 GROWTH ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-361- 0.93% |
$33.4K - $38.5K
|
38.4K
$4.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-364- 2.86% |
$33.7K - $38.8K
|
12.4K
$1.35M
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-365- 10.53% |
$33.7K - $38.9K
|
3.1K
$338K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-367- 3.83% |
$33.9K - $39.2K
|
9.22K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-369- 1.49% |
$34.1K - $39.4K
|
24.3K
$2.65M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-370- 15.24% |
$34.2K - $39.5K
|
2.06K
$224K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-376- 5.31% |
$34.8K - $40.1K
|
6.71K
$731K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-379- 5.2% |
$35K - $40.4K
|
6.91K
$753K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-382- 24.1% |
$35.3K - $40.8K
|
1.2K
$131K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-382- 0.81% |
$35.3K - $40.8K
|
46.8K
$5.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-384- 13.32% |
$35.5K - $41K
|
2.5K
$272K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-386- 9.14% |
$35.7K - $41.2K
|
3.84K
$418K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-387- 27.29% |
$35.8K - $41.3K
|
1.03K
$112K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-387- 0.75% |
$35.8K - $41.3K
|
51.2K
$5.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-388- 1.89% |
$35.9K - $41.4K
|
20.1K
$2.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-390- 1.91% |
$36.1K - $41.6K
|
20K
$2.18M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-396- 9.57% |
$36.6K - $42.2K
|
3.74K
$408K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-399- 4.22% |
$36.9K - $42.6K
|
9.06K
$987K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-399- 4.34% |
$36.9K - $42.6K
|
8.79K
$958K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-400- 4.29% |
$37K - $42.7K
|
8.92K
$972K
|
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
SELL
|
- |
-400- 3.44% |
$37K - $42.7K
|
11.2K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
SELL
|
- |
-400- 23.64% |
$37K - $42.7K
|
1.29K
$141K
|
|
|
May 13, 2025
Q1 2025
|
Progressive Investment Management Corp
|
SELL
|
- |
-400- 2.78% |
$37K - $42.7K
|
14K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-400- 0.24% |
$37K - $42.7K
|
170K
$18.5M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-401- 1.63% |
$37.1K - $42.8K
|
24.3K
$2.64M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-403- 2.59% |
$37.3K - $43K
|
15.2K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-412- 1.02% |
$38.1K - $44K
|
40.2K
$4.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-414- 7.41% |
$38.3K - $44.2K
|
5.18K
$564K
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-415- 5.67% |
$38.4K - $44.3K
|
6.9K
$752K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-415- 1.03% |
$38.4K - $44.3K
|
39.8K
$4.34M
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-416- 58.35% |
$38.5K - $44.4K
|
297
$32.4K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-416- 1.48% |
$38.5K - $44.4K
|
27.6K
$3.01M
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-417- 0.34% |
$38.6K - $44.5K
|
122K
$13.3M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-426- 7.08% |
$39.4K - $45.4K
|
5.59K
$610K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-434- 0.2% |
$40.1K - $46.3K
|
219K
$23.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
SELL
|
- |
-435- 11.22% |
$40.2K - $46.4K
|
3.44K
$375K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-440- 2.32% |
$40.7K - $46.9K
|
18.5K
$2.02M
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-446- 0.42% |
$41.2K - $47.6K
|
106K
$11.5M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-458- 2.45% |
$42.3K - $48.9K
|
18.2K
$1.99M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-458- 4.3% |
$42.3K - $48.9K
|
10.2K
$1.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-466- 9.1% |
$43.1K - $49.7K
|
4.66K
$507K
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-468- 9.03% |
$43.3K - $49.9K
|
4.72K
$514K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-475- 0.31% |
$43.9K - $50.7K
|
155K
$16.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-480- 0.95% |
$44.4K - $51.2K
|
50.2K
$5.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-480- 14.67% |
$44.4K - $51.2K
|
2.79K
$304K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-481- 2.53% |
$44.5K - $51.3K
|
18.5K
$2.02M
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
SELL
|
- |
-482- 0.67% |
$44.6K - $51.4K
|
71.7K
$7.82M
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-494- 6.78% |
$45.7K - $52.7K
|
6.79K
$740K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-495- 4.26% |
$45.8K - $52.8K
|
11.1K
$1.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-498- 47.75% |
$46K - $53.1K
|
545
$59.4K
|